AI
NVEE

Axiom Investors’s NV5 Global NVEE Stock Holding History

Axiom Investors’s Portfolio NVEE Stock Details NVEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-55,920
Closed -$1.55M – 140
2023
Q2 		$1.55M Sell
55,920
-56,504
-50% -$1.39M 0.02% 114
2023
Q1 		$2.92M Sell
112,424
-43,064
-28% -$1.29M 0.05% 101
2022
Q4 		$5.14M Sell
155,488
-4,192
-3% -$146K 0.1% 81
2022
Q3 		$4.94M Buy
159,680
+44,028
+38% +$1.44M 0.1% 81
2022
Q2 		$3.38M Sell
115,652
-110,808
-49% -$3.32M 0.1% 90
2022
Q1 		$7.55M Buy
226,460
+102,136
+82% +$3M 0.18% 64
2021
Q4 		$4.29M Buy
+124,324
New +$3.58M 0.08% 90
2019
Q1 		– Sell
-168,668
Closed -$2.55M – 136
2018
Q4 		$2.55M Sell
168,668
-220
-0.1% -$4.08K 0.09% 98
2018
Q3 		$3.66M Sell
168,888
-1,068
-0.6% -$22K 0.1% 97
2018
Q2 		$2.94M Sell
169,956
-37,364
-18% -$582K 0.09% 112
2018
Q1 		$2.89M Sell
207,320
-143,468
-41% -$1.77M 0.07% 112
2017
Q4 		$4.75M Buy
350,788
+18,960
+6% +$257K 0.12% 93
2017
Q3 		$4.53M Buy
331,828
+6,360
+2% +$72K 0.1% 94
2017
Q2 		$3.46M Buy
325,468
+67,028
+26% +$647K 0.08% 105
2017
Q1 		$2.43M Sell
258,440
-36,904
-12% -$348K 0.06% 110
2016
Q4 		$2.47M Buy
295,344
+161,012
+120% +$1.32M 0.07% 115
2016
Q3 		$1.08M Sell
134,332
-80,668
-38% -$638K 0.03% 117
2016
Q2 		$1.53M Buy
+215,000
New +$1.45M 0.04% 122

Other funds holding NVEE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Axiom Investors's NVEE Position: Q3 2023 in Review

Axiom Investors sold out of NV5 Global (NVEE) in Q3 2023, closing a stake of 55,920 shares — an estimated $1.55M sold.

Axiom Investors first reported a position in NVEE in Q2 2016 and held it in 18 quarters. The position peaked at $7.55M in Q1 2022. 194 funds tracked by Wall St. Rank hold NVEE as of Q3 2023.

  • Axiom Investors reported no remaining NV5 Global position as of Q3 2023 after selling out during the quarter.
  • Axiom Investors sold 55,920 NV5 Global shares in Q3 2023, an estimated $1.55M.
  • Axiom Investors first reported a position in NV5 Global in Q2 2016 and held it in 18 quarters.
  • Axiom Investors's NV5 Global position peaked at $7.55M in Q1 2022.
  • 194 funds tracked by Wall St. Rank held NV5 Global as of Q3 2023.

Based on Axiom Investors's 13F filing for Q3 2023, filed 13 Nov 2023.